WG@EmergingGrowth, page-29

FS, I pretty much agree. I don't think WG would have stated that it would be done in a few weeks, if he wasn't sure it would be.

But vcxy is right - until its signed, its not done. But who else are they going to get the tonnages they want, with the reliability they want. Say first order is 5, 10 or 20T - they know FGR can scale to 100T, so can take an option on another 50T to have security of supply.

Which they would want, to change over at scale.

Man, if you're Twiggy.... I think you might be a bit cranky to see its a South American iron ore and steel makers, getting the march on you... like - quite cranky. Particularly when you're going into zero carbon steel, and longer life steel and plant, would cut your carbon debt, by a lot...